Morgan Stanley

Vice President, Self-Service Squad – Digital Client Experience & Platforms

Posted On

June 19, 2024

Location

Bengaluru, Karnataka

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 10, 2024

Job Description

COMPANY PROFILE

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and dedicated team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

JOB DESCRIPTION We are seeking a talented and motivated associate to join the Morgan Stanley Wealth Management Digital Direct team. Our team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients. In the Vice President role, you will contribute to the creation and on-going success of the latest digital solutions for our clients.

In this role you will focus on some of our key customer experiences including:

· Profile maintenance including contact and KYC (Know Your Customer) information.

· Market data experiences where clients can buy various offerings.

· Account preferences include various trading, display, and personalization settings.

· Beneficiary and beneficial owner management for estate planning purposes.

· Financial Advisor and Customer Service features to support customer inquiries, messages, and status updates.

RESPONSIBILITIES

· Act as Product Manager for the Account Maintenance feature set for both E*TRADE and Morgan Stanley web and mobile platforms, developing strategy for the experiences across various client segments.

· Lead product discovery through various stages of defining the problem, acting as thought leader for the features, and understanding the client needs and wants so that we can enable users to further personalize and customize their digital platform driving increased feature adoption.

· Partner closely with internal stakeholders in technology, delivery, and testing to ensure successful execution and consistent alignment to create robust web and mobile experiences that improve the firm’s compliance with regulatory agencies.

· Host leadership and stakeholder presentations, responsible for planning, material creation, preparation, execution, and follow through resulting in optimization or overhaul of workflows to enable self-servicing of routine items, enabling scalability of client base.

· Act as the team representative bridging user experience, technology, stakeholders, project managers, and others to convey the business strategy of planned or ongoing work.

QUALIFICATIONS

· 10+ years of experience with 5+ years of managing digital web or mobile products

· Record of accomplishment of successful program delivery, thought leadership, and ability to manage stakeholders

· Agile development experience

· Preferred: Finance industry experience, particularly investments

· Must be curious, able to articulate complicated concepts, and willing to learn technical details

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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